BOLTON FORD, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOLTON FORD DENTAL, VISION AND LIFE PLAN
| Measure | Date | Value |
|---|
| 2023: BOLTON FORD DENTAL, VISION AND LIFE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-05-01 | 183 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 194 |
| Number of retired or separated participants receiving benefits | 2023-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-05-01 | 0 |
| Total of all active and inactive participants | 2023-05-01 | 194 |
| Number of employers contributing to the scheme | 2023-05-01 | 0 |
| 2022: BOLTON FORD DENTAL, VISION AND LIFE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 183 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 183 |
| Number of employers contributing to the scheme | 2022-05-01 | 0 |
| 2021: BOLTON FORD DENTAL, VISION AND LIFE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 145 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 145 |
| Number of employers contributing to the scheme | 2021-05-01 | 0 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1140359 |
| Policy instance | 1 |
| Insurance contract or identification number | 1140359 | | Number of Individuals Covered | 303 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $17,767 | | Total amount of fees paid to insurance company | USD $1,774 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $156,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1140359 |
| Policy instance | 1 |
| Insurance contract or identification number | 1140359 | | Number of Individuals Covered | 296 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $18,988 | | Total amount of fees paid to insurance company | USD $806 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $101,270 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,974 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | BONUS |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1140359 |
| Policy instance | 1 |
| Insurance contract or identification number | 1140359 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $17,511 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $91,945 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,684 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
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